Wealth Management

Kenneth Szot

Ken has over 38 years of experience in financial services and investment management. He is a graduate of Arizona State University with a Bachelor of Arts (B.A.) cum laude and Masters of Science (M.S.) degrees. Ken has held a variety of senior positions with financial institutions in the Western U.S. His background includes thirteen years as a management trainee, analyst and portfolio manager with Valley National Bank (now J.P. Morgan Chase). He has also been a Senior Portfolio Manager (8 years) with Bank of America’s Private Client Group (Phoenix) and 5 years as a S.W. Regional Vice President for Fisher Investments (Woodside, CA). Ken has been with First International Bank & Trust for more than twelve years and currently holds the position of Senior Vice President and Senior Portfolio Manager.

Ken is originally from New Jersey and has been a resident of Arizona for the past 53 years. He served eight years in the U.S. Coast Guard Reserve (Phoenix, San Diego, CA and San Pedro, CA) and has been on officer with the U.S. Coast Guard Auxiliary for the past thirteen years. Ken enjoys all kinds of outdoor activities and is especially fond of exploring the Southwest with his family.